GWP
Gateway Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,697
| Closed | -$289K | – | 236 |
|
|
2023
Q3 | $289K | Hold |
4,697
| – | – | 0.05% | 199 |
|
|
2023
Q2 | $299K | Hold |
4,697
| – | – | 0.05% | 182 |
|
|
2023
Q1 | $291K | Hold |
4,697
| – | – | 0.04% | 165 |
|
|
2022
Q4 | $291K | Buy |
+4,697
| New | +$291K | 0.05% | 149 |
|